Drake Accounting - Changing the Calendar Year

Article #: 18576

Last Updated: October 21, 2024

 


Tags:DASDrake Accounting

Drake Accounting logo

There are two ways to change the calendar year in DAS depending on how you use the software:

  • If you use DAS for payroll purposes only, you can manually change the calendar year via the Client menu.

  • If you use DAS’ Accounting (bookkeeping) module, do NOT use the Client menu; doing so can result in changes to journal totals. Instead, perform a year-end close in the prior-year software.

DAS Payroll Exclusive Users

To change the calendar year:

  1. Go to Client > Edit to open the Client Setup screen.

  2. Select the Business Information tab.

  3. Change the Start of Year Date as needed.

    Image showing the Client Setup window where you can edit the start of year date.

  4. Click Save.

  5. A warning appears before changes are finalized. Click OK to confirm your calendar-year change.

    Image showing the warning that appears when you change the state of year date.

DAS Accounting/Bookkeeping Users

To change the calendar year:

  1. In the prior-year software, go to Accounting > Year End Close.

  2. On the Year End Close window, click OK.

    Image showing year-end close window.

  3. You are notified that the Year End Close completed. Click OK to confirm the close. The current calendar year is now displayed in the upper-left corner.

    Image showing the new calendar year dates.

Note  Contact Drake Software Support at (828) 349-5908 if you have either of the following issues:

  • In the prior-year program, the Year End Close screen indicates that the year has been closed, but the expense account is not zeroed out.

  • In the current-year program, the start-of-year totals are incorrect.